See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $377,604 |
STOUT, CAUSEY & HORNING, P.A.6+ years Service code 10 · EIN 52-1743645 | Accounting | $20,150 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,779 | $50,574-68.8% | $169,368-90.7% | $80,160-80.3% |
| Participation rate | 98.1% | 67.8%+30.3pp | 77.1%+20.9pp | 72.9%+25.1pp |
| Annual return | 19.01% | 22.92%-3.9pp | 405.60%-386.6pp | 40.38%-21.4pp |
| Employer contribution / active EE | $482 | $1,693-71.5% | $4,013-88.0% | $2,978-83.8% |
| Participant deferral / active EE | $2,234 | $4,164-46.3% | $6,221-64.1% | $5,017-55.5% |
| Admin fee / account holder | $72 | $107-32.3% | $9,003-99.2% | $145-50.1% |